
The Price of Flexibility
How the Compute Heat Rate (CHR) Quantifies the True Cost of Flexibility
Hans Royal. Originator of the Compute Heat Rate (CHR) framework. Quantifying how AI demand reprices electricity markets. Senior Director, Schneider Electric. Views are my own.
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How the Compute Heat Rate (CHR) Quantifies the True Cost of Flexibility

And here’s how you can help!

The Day “Software” Became a Physical Commodity

... and Some Other Observations

The largest grid in America just ran the first record-load test of AI data center price tolerance.

And Why Token Price is Actually the Wrong Number for Electricity Markets

How the Compute Heat Rate shows up behind the meter and in gas markets over time

In April, OpenAI doubled frontier per-token pricing. Yesterday, Anthropic did the same. Here is what two doublings in seven weeks do to the Compute Heat Rate.

As this debate rages, the Compute Heat Rate can tell you what happens next.

What would you pay to own the grid hub where electricity is about to become the most valuable commodity in the world?

PJM just told us data centers are the demand response the grid needs. But only if we let prices go high enough to activate it.

A utility just told 49,000 people that their electricity is being redirected to data centers. The story is bigger than anyone is reporting.